See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,459 | $77,164-72.2% | $178,014-87.9% | $80,874-73.5% |
| Participation rate | 88.5% | 65.7%+22.8pp | 77.1%+11.4pp | 67.6%+20.8pp |
| Annual return | 25.18% | 18.09%+7.1pp | 294.80%-269.6pp | 35.62%-10.4pp |
| Employer contribution / active EE | $4,684 | $2,288+104.8% | $3,950+18.6% | $2,756+70.0% |
| Participant deferral / active EE | $8,982 | $4,408+103.8% | $6,276+43.1% | $4,297+109.0% |
| Admin fee / account holder | $1,953 | $7,164-72.7% | $10,362-81.1% | $6,935-71.8% |